Q&A with: Oliver Wyman
Yahoo Finance·2025-12-22 16:27

“To support organic growth, the sector should industrialise this strategy. Historically, only about one-third of assets under management growth came from net new money. Firms who embed next best action analytics, straight-through-onboarding, pricing guardrails and incentives for sticky inflows have tended to outperform.”“Additionally, firms should look to build an ecosystem that supports private markets investments. These include educating advisors and clients, curating product shelfs as well as introducing ...